Apple's India Shift: A Calculated Response to US Tariffs?

Apple Deflects US Tariffs: Shifting Production to India, Not the US, Says Analyst Apple is facing pressure from potential US tariffs on iPhones not manufactured domestically. Instead of bringing production back to the US, Apple has opted to shift a significant portion of its manufacturing to India, according to a recent analysis by Justin Moore, a Harvard graduate and former executive at Goldman Sachs and Google. Moore's analysis, shared in a recent TikTok video, highlights Apple's strategic decision to absorb the cost of tariffs rather than disrupt its established supply chain. "Apple has been very clear that no matter what happens, they are not bringing back production of the iPhone to the US," Moore states in his video. His analysis suggests that this move, while appearing to be a response to potential tariffs, is more of a calculated business strategy. The shift to India is not as seamless as Apple may have anticipated, leading to potential delays and challenges. Moore further suggests that the financial investments Apple has committed to in the US are unrelated to iPhone production. Ultimately, Moore predicts that Apple will likely use the tariff situation as justification for further price increases on its already high-priced iPhones. His analysis underscores the complex interplay between global economics and corporate strategy in the face of political uncertainty. The situation highlights the challenges companies face in balancing political pressures with the complexities of global supply chains.